IFWM

Institute for Wealth Management Portfolio holdings

AUM $960M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$429K 0.09%
2,436
+299
277
$429K 0.09%
8,819
-1,434
278
$428K 0.09%
5,691
-829
279
$427K 0.08%
+3,241
280
$425K 0.08%
8,866
+683
281
$424K 0.08%
1,637
282
$423K 0.08%
4,213
+368
283
$420K 0.08%
26,662
-477
284
$420K 0.08%
6,704
-2,575
285
$417K 0.08%
10,760
-41
286
$417K 0.08%
20,081
+10,000
287
$414K 0.08%
8,784
+4
288
$413K 0.08%
886
-170
289
$411K 0.08%
2,715
+35
290
$409K 0.08%
9,000
+210
291
$407K 0.08%
+4,874
292
$405K 0.08%
1,066
293
$399K 0.08%
9,945
294
$396K 0.08%
10,926
+415
295
$395K 0.08%
2,754
-52
296
$395K 0.08%
7,490
-1,200
297
$394K 0.08%
1,441
+136
298
$393K 0.08%
7,722
-1,106
299
$393K 0.08%
38,488
300
$390K 0.08%
20,277
-170
10 11
12
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